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Marriott International

1,402 hedge funds and large institutions have $43B invested in Marriott International in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 469 increasing their positions, 505 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 77

32% more call options, than puts

Call options by funds: $1B | Put options by funds: $760M

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

4% more funds holding

Funds holding: 1,3431,402 (+59)

5% more capital invested

Capital invested by funds: $41.1B → $43B (+$1.99B)

7% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 505

2.65% less ownership

Funds ownership: 61.91%59.26% (-2.7%)

Holders
1,402
Holders Change
+59
Holders Change %
+4.39%
% of All Funds
20.2%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
154
Increased
469
Reduced
505
Closed
77
Calls
$1B
Puts
$760M
Net Calls
+$241M
Net Calls Change
+$544M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
901
Heritage Wealth Management (Arizona)
Arizona
$489K
HI
902
Human Investing
Oregon
$484K
STA
903
Summit Trail Advisors
New York
$483K +$109K +452 +31%
TFF
904
The Family Firm
Maryland
$481K -$47.9K -198 -9%
AFG
905
Atomi Financial Group
New York
$480K +$68.5K +283 +18%
SW
906
SVB Wealth
Massachusetts
$477K +$12.6K +52 +3%
HWA
907
Heritage Wealth Advisors
Virginia
$477K
OPPS
908
Obsidian Personal Planning Solutions
Maryland
$477K -$24K -99 -5%
UCB
909
United Community Bank
South Carolina
$475K +$5.81K +24 +1%
SAI
910
Savvy Advisors Inc
New York
$475K -$54.7K -226 -11%
RCM
911
Raleigh Capital Management
North Carolina
$475K +$86.2K +356 +23%
GM
912
GeoWealth Management
Illinois
$473K +$311K +1,283 +217%
ECU
913
Eisler Capital (UK)
United Kingdom
$470K -$3.64M -15,020 -89%
MCM
914
Manchester Capital Management
Vermont
$470K +$4.84K +20 +1%
DAS
915
Diversify Advisory Services
Utah
$469K +$452K +1,866 New
FFA
916
Farther Finance Advisors
California
$468K +$9.45K +39 +2%
JBA
917
Johnson Bixby & Associates
Washington
$467K -$8.96K -37 -2%
CW
918
CIC Wealth
Maryland
$466K -$18.9K -78 -4%
SPWG
919
Syntegra Private Wealth Group
Missouri
$457K
Federated Hermes
920
Federated Hermes
Pennsylvania
$457K -$90.8K -375 -17%
AIM
921
Aspen Investment Management
Michigan
$456K +$132K +545 +43%
FPFS
922
First Personal Financial Services
North Carolina
$454K -$24.2K -100 -5%
CI
923
Conning Inc
Connecticut
$452K -$17K -70 -4%
CSIC
924
Clifford Swan Investment Counsel
California
$451K
RWM
925
RKL Wealth Management
Pennsylvania
$449K +$45.8K +189 +12%